Sequoia Advisory Group partners with The AmeriFlex Group®

Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Charlie Harrison, CFP®, and Haldun Arin of Sequoia Advisory Group. Charlie, Haldun, and their team join The AmeriFlex Group® from United Planners, bringing extensive business leadership experience and a relationship-driven approach to serving individuals, families, and business owners. Together, they provide comprehensive financial planning designed to help clients protect what they have built and pursue their long-term financial goals with confidence.

Prior to entering financial services, Charlie, President of Sequoia Advisory Group, spent 20 years as a business executive, gaining leadership and strategic experience that continues to shape his approach to working with clients. Since transitioning to the industry in 2014 and earning his CERTIFIED FINANCIAL PLANNER® certification in 2018, he has focused on building long-term relationships and providing comprehensive planning that includes investment management, retirement and legacy planning, and strategies for business owners and entrepreneurs.

Haldun brings a similarly diverse business background to the practice, with more than 20 years of global C-Suite management experience across technology, operations, business development, and finance. After earning his MSc in engineering from the University of California, Berkeley, he transitioned to financial services in 2020. Today, he works with businesses, families, and individuals through a holistic approach that integrates financial planning, investment and insurance strategies, employee benefits, and risk management.

At the heart of Sequoia Advisory Group is a strong emphasis on client connection and service. Business Development Director Christie Harrison and Client Relationship Manager Val Mebust play an integral role in that experience, developing close relationships with clients and helping ensure they feel supported and connected to the team. Their involvement is central to the firm’s service model and reinforces the personalized approach that has become a cornerstone of the practice.

Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “Charlie and Haldun bring an impressive combination of business leadership, financial planning expertise, and a genuine commitment to understanding the people and businesses they serve. Their comprehensive approach and focus on building meaningful, long-term relationships align closely with the planner-first culture we value at AmeriFlex. We are excited to welcome the Sequoia Advisory Group team and look forward to supporting their continued growth and success.”